January is National Financial Wellness Month. It's a time to get organized, set financial resolutions, and plan for the future. One way to do so is to address the myths…
DESIGNING YOUR FISCAL HOUSE TO WEATHER THE ELEMENTS Building a strong, sustainable retirement income portfolio is a lot like building a weather-resistant home. The overall strength of the house is…
TAX STRATEGIES FOR RETIREMENT: BUCKETS CREATE TAX CHOICES Federal Appeals Court Judge Billings Learned Hand was a judge and judicial philosopher who aptly proclaimed, "There are two systems of taxation…
TAKE THE CHECKLIST CHALLENGE If something’s worth doing, it’s worth doing right. We believe there’s a particular time of life this phrase couldn’t be more appropriate – retirement! But how…
STRATEGIES TO OPTIMIZE YOUR SOCIAL SECURITY BENEFITS Social Security benefits are an important piece of your retirement puzzle, and deciding when to start taking Social Security payments depends on a…
6 STEPS TO DETERMINE YOUR RETIREMENT READINESS Much of the confusion of retirement planning has to do with folks not understanding that it's more than simply saving. Good planning involves…
Could Inflation Affect Your Retirement Plans? Retirees are often aware of the detrimental effects of inflation on their retirement savings. As the cost of goods rises, the value and buying…
TOP FINANCIAL FEARS THAT AFFECT WOMEN Financial fears can paralyze anyone from making a decision about money, but for many women, money matters are particularly terrifying. In fact, according to…
THE VALUE OF AN OBJECTIVE OPINION Have you ever lost sleep over your finances? If so, you aren’t alone. With market volatility, an uncertain economy, life challenges, and just day-to-day…
THE PROS AND CONS OF EARLY RETIREMENT PLAN ROLLOVERS To start, some basics. Distributions from 401(k) plans and most other employer-sponsored retirement plans are taxed as ordinary income, and if…